The Zeitgeist

Zeitgeist Header2

Epsilon Theory runs the world's financial news through natural language processing-based cluster analysis to identify the most on-narrative stories. We scan for those with the most similarity to all other stories as well as those with the most interconnectivity to multiple different key topics.

The Zeitgeist | 2.25.2019

By Rusty Guinn | February 25, 2019 | 0 Comments

A tariff three-fer, subsidizing orphans like it’s a bad thing, Buffett buffetted, and MMT/GND propaganda shifts into a new gear.

Read more

The Zeitgeist | 2.22.2019

By Rusty Guinn | February 22, 2019 | 0 Comments

Highs on trade hopes, mixed on trade talks, creepy refrigerators, CRM for Main Street and Insurance Love Stories.

Read more

The Zeitgeist | 2.21.2019

By Rusty Guinn | February 21, 2019 | 0 Comments

In which we focus on struggles and changes at asset managers, Soc Gen misses the boat, and markets ‘move’, ‘inch’ and ‘advance’ on trade optimism.

Read more

The Zeitgeist | 2.20.2019

By Rusty Guinn | February 20, 2019 | 0 Comments

Pesky stock analysts, an earnings season focus on power and energy, and a late run on descriptive terms for the China Trade negotiations.

Read more

The Zeitgeist | 2.19.2019

By Rusty Guinn | February 19, 2019 | 0 Comments

In which we learn about new voices in the hospital, we pile on the Fed, and we exult in stocks “edging up” on trade talk progress (I’ve forgotten what take we’re on).

Read more

The Zeitgeist | 2.15.2019

By Rusty Guinn | February 15, 2019 | 0 Comments

Lots of ‘playing’, ditching New York, and a piece of hard-hitting analysis demonstrating that sitting at the crossroads of government and business can be personally profitable.

Read more

The Zeitgeist | 2.14.2019

By Rusty Guinn | February 14, 2019 | 0 Comments

Today’s Zeitgeist poses a riddle: what is noxious, may not be a catalyst, extends a rally and awaits cues all at the exact same time?

Read more

The Zeitgeist | 2.13.2019

By Rusty Guinn | February 13, 2019 | 0 Comments

In the 8th or extra innings (what about the 9th?), allocations to alternatives, fixed income ETFs, offensive hacking and “markets up on trade deal hopes” (again).

Read more

The Zeitgeist | 2.12.2019

By Rusty Guinn | February 12, 2019 | 0 Comments

Maine cashes in, investors cash out, stocks get a lift from trade hopes (version 28), the Brexit pantomime and a shadow over strawberry fields.

Read more

The Zeitgeist | 2.11.2019

By Rusty Guinn | February 11, 2019 | 0 Comments

Why VC loves fintech for some reason, populist messages, “optimism over trade talks” take 25, and more popullsm.

Read more

The Zeitgeist | 2.8.2019

By Rusty Guinn | February 8, 2019 | 1 Comment

Fawning Tesla press, coming storms, ESG and data, striking a balance between tasteful display of art collections and pay cuts at banks, and post-Yorkshire pudding walks.

Read more

The Zeitgeist | 2.7.2019

By Rusty Guinn | February 7, 2019 | 0 Comments

Today’s specials: Megadevelopments in Chicago, online grocery shopping, slowdowns at Apple, vagueness at Alphabet and Canadian weed.

Read more

The Zeitgeist | 2.6.2019

By Rusty Guinn | February 6, 2019 | 0 Comments

In today’s edition, it’s captain obvious takes on the ECB, is there anything active funds CAN do?, more Brexit and dead-cat bounces.

Read more

The Zeitgeist | 2.5.2019

By Rusty Guinn | February 5, 2019 | 0 Comments

In which we hear the term, ‘megadeal hunger’, contemplate a Larry Fink v. Ken Fisher celebrity steel cage match, and boggle at the unironic advocacy of regulation as the solution for lack of trust in blockchain applications.

Read more

The Zeitgeist | 2.4.2019

By Rusty Guinn | February 4, 2019 | 0 Comments

The near-term focus of financial markets coverage seems squarely on M&A in the U.S. Elsewhere, Lord Fink (!) roasts Corbyn and Australian housing has become a media obsession.

Read more

The Zeitgeist | 2.1.2019

By Rusty Guinn | February 1, 2019 | 0 Comments

Amazon ‘buts’, all sorts of January 1987 comparisons, a grab bag of central banking and politics, and a notable omission from your Brexit Bunker.

Read more

The Zeitgeist | 1.31.2019

By Rusty Guinn | January 31, 2019 | 0 Comments

A big day for the Green New Deal, tax policy old and new, a solution for morale problems at Palantir and a solution for god only knows at Davos.

Read more

The Zeitgeist | 1.30.2019

By Rusty Guinn | January 30, 2019 | 0 Comments

Today’s Zeitgeist has a bit of private markets, Boeing and Apple, conspiracies and tax avoidance.

Read more

The Zeitgeist | 1.29.2019

By Rusty Guinn | January 29, 2019 | 0 Comments

Food and retailing are top of mind (and…bullish?), trade continues to dominate content and commentary, and a hero rides in to protect the Lu Ann Platter.

Read more

The Zeitgeist | 1.28.2019

By Rusty Guinn | January 28, 2019 | 0 Comments

Oil falls, gas bounces, banks are buoyed. It’s apparently a weird gravity metaphor grab-bag on a Monday Zeitgeist.

Read more